Determine role/responsibility involvement

  • 15 February 2022
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Topic

How to determine a particular role/responsibility involved in certain processes/groups/risks etc. in Process Manager.

Instructions

  1. Go to Admin > Roles.
  2. Locate a specific role/responsibility.
  3. Click the Involvement icon for that role/responsibility from the Involvement column.
  4. From the Export Involvement window, select filters such as processes, risks, training, improvements, etc. to include the involvements.
  5. Click Export.
  6. The export will create a CSV file containing a list of involvements that the particular role has in the system.

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